Example workflow brief
WorkflowAppointment confirmations
Existing toolsScheduling + messaging
Desired actionPrepare and send reviewed reminders
MeasureCompletion and exceptions
Healthcare Solutions / How It Works
Start with your systems.
Build around your practice.
A practical path from one administrative workflow
to AI-assisted action across the software you already use.
Your existing systems
EHR
Scheduling
Billing
PRAXEN AI
Your team’s review
Review
Approve
Hold
Architecture example · Access and scope assessed during discovery
01 / Assess
Choose a useful starting point.
Review your practice’s workflow, software, and goals
before defining the engagement.
Map the systems and handoffs
Understand where the work happens and how information flows.
Identify access requirements
Determine the data and permissions needed for the specific workflow.
Agree on scope and success criteria
Define a focused use case and how you’ll measure it.
EHR
Scheduling
Communications
Approved
access
access
PRAXEN AI
Connection example
02 / Connect
Connect the information
the workflow needs.
Assess supported interfaces and permitted data,
then configure the agreed connections.
Access depends on your systems
We work with your existing software and interfaces.
Permissions are defined for the task
Access is limited to the data needed for this workflow.
Read and write actions are scoped separately
We define what the agent can read and what it can do.
03 / Configure
Give the agent a clear job.
Define what to notice, what to recommend,
and when to ask your team.
Scheduling Agent
- Trigger:
- Appointment awaiting confirmation
- Action:
- Prepare reminder draft
- Approval:
- Staff review before sending
- Exception:
- Missing contact details
- Escalation:
- Assign to practice team
Configuration example
04 / Validate
AI Action Center
Appointment reminderAwaiting review
Referral follow-upHold
Missing intake formAssigned
Appointment reminder draft
Hi there,
This is a friendly reminder about your upcoming appointment. Please let us know if you need to reschedule or have any questions.
Thank you,
Your practice team
This is a friendly reminder about your upcoming appointment. Please let us know if you need to reschedule or have any questions.
Thank you,
Your practice team
Interactive example · No message will be sent.
Future command center demo · Sample data
Test the workflow
with your team.
Review outputs, approvals, failure paths,
and action records before broader use.
Check the recommendation
Confirm the suggestion makes sense in context.
Verify the permitted action
Validate that the correct data and action are used.
Test when the agent should stop
Explore exceptions and handoffs to your team.
05 / Manage
Keep the workflow working as things change.
Ongoing management can include monitoring, exception review,
integration upkeep, and agreed improvements.
Monitor
Track activity and exceptions.
Review
Examine outputs and action records.
Maintain
Keep integrations and configurations up to date.
Refine
Identify opportunities for improvement.
Management scope is agreed for each engagement.
A shared view of responsibilities.
Your practice
Identify workflow owners, authorize access,
and review proposed actions.
Praxen
Assess feasibility, configure the agreed workflow,
and support validation and management.
Privacy, security, and applicable healthcare requirements are addressed during implementation planning.
One workflow is a practical place to begin.
Bring the systems you use and the task you’d like to improve.
People
Ideas
Intelligence
Progress
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